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Overview

The Route Optimization page helps you plan efficient routes by showing all appointments for a crew on a specific date. You can optimize the route to minimize driving time and see the optimized schedule with drive times between stops.

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Access route optimization

Click Route Optimization in the sidebar under “Operations.” Route optimization page

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Select crew and date

  1. Choose a Crew from the dropdown
  2. Select the Date to optimize
  3. The page will show all scheduled appointments for that crew on that date
Appointments for crew

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View unassigned appointments

Appointments that don’t have a crew assigned appear in the “Unassigned Appointments” section. You can assign them to a crew before optimizing the route. Unassigned appointments

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Assign appointments to crews

1

Find the appointment

Look in the “Unassigned Appointments” section.Before assigning
2

Assign to crew

Select a crew from the dropdown for that appointment. The appointment will move to that crew’s schedule.After assigning

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Optimize the route

Once you have 2 or more appointments assigned to a crew:
  1. Click the Optimize Route button
  2. The system calculates the most efficient order to visit each stop
  3. The optimized route shows:
    • Reordered appointments
    • Scheduled arrival and departure times
    • Drive time between each stop
    • Total route duration
    • Total driving time
Optimize button visible
The Optimize Route button only appears when there are 2 or more appointments for the selected crew.

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View the optimized route

After optimization, you’ll see:
  • The crew’s start and end depot locations (marked S and F on the map)
  • All appointment locations in optimized order
  • Drive times between stops
  • Total route summary with duration and distance
Route summary

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How optimization works

The route optimizer:
  • Uses the crew’s start location as the beginning of the route
  • Finds the shortest path to visit all appointments
  • Returns to the crew’s end location at the end of the day
  • Calculates realistic drive times based on road networks
  • Schedules arrival and departure times for each stop
The optimizer uses OpenRouteService to calculate driving routes and automatically reorders stops to minimize total driving time.

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Apply the optimized route

After reviewing the optimized route, click Apply Changes to update the appointment start and end times in the system. This saves the optimized schedule so your crew can follow it.

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Limitations

  • Route optimization requires appointments to have geocoded property addresses
  • The crew must have start and end locations configured
  • At least 2 appointments are needed to optimize (single appointments don’t need optimization)
  • Optimization works best when all appointments are in a reasonable geographic area
If you haven’t set up crew start and end locations yet, see Adding crews.